Who is responsible
Define the roles that perform, review, and receive the work. Make ownership at each handoff clear.
Workflow Mapping and Process Design
Make it clear how work moves through your firm.
Clarify who owns each step, what they need, and how work moves between your people and systems.
Genwise helps accounting firms understand their current processes, resolve unclear handoffs, and design workflows their teams can follow. We connect the process to the software and operating instructions used to deliver the work.
Already know which workflow needs attention? Start with a focused mapping or implementation project. A full Efficiency Assessment is not required for every engagement.
When familiar processes create recurring friction
Your team may know its individual responsibilities while still struggling with what happens between them.
Work can stall because:
- Required information is missing and follow-up ownership is unclear.
- People have different expectations about when a task is ready.
- Review changes return without a clear next step.
- Software templates no longer match the way the firm operates.
- Information is repeated across systems.
- Important process knowledge lives with one person.
We help bring those issues into view and agree what should change.
Design the workflow across people, processes, and technology
A useful process design connects three things:
How the work moves
Establish the steps, inputs, decisions, readiness checks, and exception paths that keep the process understandable.
Where the work happens
Identify the systems and records involved. Account for what happens within each tool and between them.
The resulting map provides an overview. Supporting procedures, templates, and instructions provide the detail needed to carry out the work.
Where we can help
Depending on your firm’s priorities and the agreed scope, workflow mapping may cover:
- Sales and client onboarding.
- Tax preparation and review.
- Recurring bookkeeping and monthly close.
- Document collection and missing-information follow-up.
- Engagement renewals and service changes.
- Client offboarding.
- Handoffs between teams or software systems.
We can examine an existing process, design a proposed workflow, or reconcile a map with the software setup your team already uses.
One handoff, made clearer
Consider the transition from client onboarding to service delivery.
“Onboarding complete” may mean different things to different people. A defined handoff makes the expectations explicit.
- Who prepares the handoff?
- The onboarding coordinator.
- What must be ready?
- Required approvals, reviewed intake information, assigned responsibilities, and accessible supporting files.
- Who receives the work?
- The designated delivery owner.
- What happens if something is missing?
- The item remains with a named follow-up owner, and the receiving team can see what is outstanding.
- What completes the handoff?
- The receiving owner confirms readiness to begin the agreed work.
This is an illustrative example. The exact requirements depend on your firm and engagement.
Genwise helps define those conditions and, where included, configure and test the supporting workflow.
How Genwise approaches the work
1. Understand the current process
We review available documentation, relevant system setup, and the perspectives of the people doing the work.
We distinguish the intended process from everyday practice and identify useful work that should be preserved.
2. Identify friction and open decisions
We examine unclear ownership, repeated entry, unnecessary steps, and handoffs that depend on informal knowledge.
Questions requiring your team’s input remain visible until they are resolved.
3. Design the proposed workflow
We define the agreed roles, steps, inputs, review points, and exceptions.
Some changes may involve clearer instructions. Others may require configuration, training, or a connection between systems.
4. Review with the people responsible
Your team walks through representative scenarios, including situations where work cannot proceed normally.
We refine the proposed process and supporting guidance before treating it as ready for implementation.
5. Implement and validate the agreed changes
Where implementation is included, we translate the approved design into selected templates, settings, documentation, or automations.
We test the agreed scenarios, document remaining limitations, and confirm ownership before broader rollout.
What your team receives
Depending on the selected scope, deliverables may include:
- Workflow maps: current-state, proposed-state, or both.
- Responsibility definitions: who performs, reviews, and receives the work.
- Handoff criteria: what must be ready before responsibility moves.
- Exception paths: how missing information, corrections, and blocked work are handled.
- System touchpoints: where records, documents, and actions belong.
- Improvement priorities: proposed changes, dependencies, and unresolved decisions.
- Operating guidance: supporting instructions and references.
- Implementation evidence: configuration and test results where that work is included.
We agree which deliverables are needed before work begins.
Connect the approved process to your systems
Workflow design provides a foundation for task templates, assignments, statuses, questionnaires, document requests, review steps, and reporting views.
It also helps identify where automation is appropriate and where a person should remain responsible for a decision.
Genwise works across the firm’s software stack so changes in one system account for the work happening elsewhere.
Mapping, configuration, testing, and rollout are distinct deliverables. We make their scope and status clear.
Choose the right starting point
Focused mapping or direct implementation
You know which workflow needs attention.
We review the available evidence, confirm the discovery required, and agree a focused scope. If the process is already clear, the work may move directly into implementation.
You do not need to purchase a full Efficiency Assessment first.
Efficiency Assessment
You need help deciding what to address first.
An assessment provides a broader view of operating challenges and priorities before selecting individual workflows or systems to improve.
Annual Partnership
You need implementation followed by continued adoption and optimization support.
Mapping and process design can form part of the agreed partnership priorities. Continued support applies to the implemented solutions within the engagement’s defined scope.
Keep the workflow useful after handoff
A workflow needs an owner and an agreed place in your operating documentation.
We help clarify who maintains the accepted process and when changes to roles, services, software, or review requirements should prompt another review.
Ongoing updates, training, and optimization follow the scope and duration of your engagement. A focused mapping project does not automatically include indefinite maintenance or support.
Common questions
Can you work with our existing maps and templates?
Yes. We review what you already have, preserve useful work, and identify where it needs clarification or updating.
Do you only work with Canopy or Karbon?
No. A workflow can span several systems and include steps outside software. We consider the people, responsibilities, and tools involved in the selected process.
Will we need to change software?
Not necessarily. Clearer ownership, better configuration, simpler steps, or improved guidance may address the problem. A software change is not assumed.
Does workflow mapping include implementation?
Only where it is included in the agreed scope. Mapping, configuration, testing, training, and rollout can be combined in an engagement, but they remain distinct deliverables.
Who needs to participate?
The people who perform, review, and receive the work should help validate the process. We agree the participants and review approach for the selected workflow.
Can we start with one process?
Yes. A focused workflow or handoff can be a practical starting point.
Can we try mapping it ourselves first?
Yes. Our swimlane resource explains the approach and links to Miro’s general template.
Let’s clarify the workflow that is slowing your team down.
Tell us where work gets stuck, which people and systems are involved, and what you want to improve.
We’ll discuss whether the right next step is focused workflow mapping, direct implementation, or a broader assessment.
An introductory conversation does not commit you to an assessment, project, or Annual Partnership.